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# ![@massivemoats Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1819819695286927360.png) @massivemoats Massive Moats

Massive Moats posts on X about $iiil, 3i group, $pcowa, asml the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1819819695286927360/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1819819695286927360/c:line/m:interactions.svg)

- X Week XXXXX +123%
- X Month XXXXXX -XX%
- X Months XXXXXXX +904%

### Mentions: X [#](/creator/twitter::1819819695286927360/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1819819695286927360/c:line/m:posts_active.svg)

- X Month XX +2.40%
- X Months XXX +877%

### Followers: XXX [#](/creator/twitter::1819819695286927360/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1819819695286927360/c:line/m:followers.svg)

- X Week XXX +1.20%
- X Month XXX +16%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1819819695286927360/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1819819695286927360/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1819819695286927360/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$iiil](/topic/$iiil) 9.3%, [3i group](/topic/3i-group) 4.65%, [$pcowa](/topic/$pcowa) 4.65%, [asml](/topic/asml) 4.65%, [sol](/topic/sol) 2.33%, [costco](/topic/costco) 2.33%, [investment](/topic/investment) 2.33%, [greg](/topic/greg) 2.33%, [$nflx](/topic/$nflx) 2.33%, [switzerland](/topic/switzerland) XXXX%

**Top accounts mentioned or mentioned by**
[@longequity](/creator/undefined) [@pearns24](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@michaelgielkens](/creator/undefined) [@thelongaj](/creator/undefined)

**Top assets mentioned**
[Costco Wholesale Corporation (COST)](/topic/costco) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Allegion PLC (ALLE)](/topic/$alle) [Effect.AI (EFX)](/topic/$efx) [Waste Management, Inc. (WM)](/topic/$wm) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Brookfield Corporation (BN)](/topic/$bn) [Restaurant Brands International Inc. (QSR)](/topic/$qsr)
### Top Social Posts [#](/creator/twitter::1819819695286927360/posts)
---
Top posts by engagements in the last XX hours

"During their visit to Jim Sinegal former CEO of Costco Nick Sleep and Qais Zakaria received the following memo which was written by Sol Price: Although we are all interested in margin it must never be done at the expense of our philosophy. Margin must be obtained by better buying emphasis on selling the kind of goods we want to sell operating efficiencies lower markdowns greater turnover etc. Increasing the retail prices and justifying it on the basis that we are still competitive could lead to a rude awakening as it has with so many. Let us concentrate on how cheap we can bring things to the"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1948052126162165867) 2025-07-23 16:06:34 UTC XXX followers, XXX engagements


"In FY2024 Pepco Group $PCO.WA (including Pepco Poundland and Dealz) reported a like-for-like (LFL) sales decline of 3.2%. This stands in stark contrast to Action part of 3i Group $III.L which achieved a positive LFL growth of 10.3%equivalent to Pepcos total percentage growth including store expansion. For Action total year-on-year growth in 2024 reached +21.7%. Photo: Pepco"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1932087260826018228) 2025-06-09 14:47:54 UTC XXX followers, XXX engagements


"I believe it would be likely that had Nick Sleep and Qais Zakaria still been managing their Nomad Investment Partnership they would also be walking the aisles of the Dutch retailer Actionand possibly even doing so as shareholders. $III.L Photo: Nomad Investment Partnership Annual Letter 2012"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1948100743996788760) 2025-07-23 19:19:45 UTC XXX followers, XXX engagements


"During Netflixs Q2 2025 Earnings Call an analyst asked whether Netflixs management team is considering the introduction of additional subscription tiers that would offer exclusive access to specific content. Greg Peters Co-CEO of Netflix responded: Ive learned to never say never. So I would say we remain open to evolving our consumer-facing model. Personally I only use Netflix to watch some of the better high-quality series it produces. As a result my cost per hour of viewing is higher than that of the average Netflix subscriber. However I do not mind this as I still perceive a significant"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1948895887184286048) 2025-07-25 23:59:22 UTC XXX followers, XXX engagements


"3i Group $III.L Q1 2026 Action had a good first half with trading across the majority of its key financial metrics well ahead of the same period last year and with notable milestones achieved including its 3000th store and a very strong start from the first five stores in Switzerland. Source: 3i Group $III.L"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1948283096731664419) 2025-07-24 07:24:22 UTC XXX followers, 1001 engagements


"ASML Q2 2025 Financial Results This morning ASML released its Q2 2025 financial results. In this article I will highlight the key figures. In Q2 2025 ASML reported revenue of XXX billion which includes the recognition of one High-NA tool. Over the past four quarters total net sales reached XXXX billion representing a XX% year-over-year increase. Of this amount XXXX billion stemmed from net system sales (+24% YoY) related to XX lithography systems shipped while XXX billion came from net service and field option sales (+36% YoY). Gross margin came in at XXXX% exceeding ASMLs guided range of"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1945376484966740148) 2025-07-16 06:54:32 UTC XXX followers, 1771 engagements


"The development of brand awareness among Polish consumers for various retail chains in 2020 (blue) and 2024 (green) is illustrated in the figure below (PMR 2024). In Poland both Pepco Groups $PCO.WA Dealz and Pepco are active. Pepcos brand recognition in Poland stayed almost the same at c. XX% over the past X years. Meanwhile Actions $III.L brand recognition surged from XX% in 2020 to XX% in 2024 driven by its robust expansion in the market. This growth has enabled Action to surpass Dealz that entered Poland in 2018"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1932095565812134146) 2025-06-09 15:20:54 UTC XXX followers, 1499 engagements


"This quote from Nick Sleep is in my opinion particularly relevant to ASML's $ASML present circumstances. ASMLs long-term trajectory remains unchanged. Not only has my personal thoughts on the companys future remained consistent but so too has the managements perspective as evidenced by its recent reaffirmation of the FY2030 outlook. In my view the long-term prospects for the company remain robust even if the annual results may reflect some short-term fluctuations. "After all regardless of the order in which annual results fall the destination will be just the same." Nick Sleep Disclaimer: I"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1947978987503812892) 2025-07-23 11:15:56 UTC XXX followers, 1510 engagements


"With a share price of 9200 Lotus Bakeries $LOTB.BR currently trades at a market capitalization of XXX billion which is XX% lower than in October 2024. What do shareholders of this Belgian cookie manufacturer get for this price Time for an analysis. Founded in 1932 in the Belgian village of Lembeke Lotus Bakeries build an IP-portfolio that extends beyond its popular Lotus Biscoff brand. Other brands under the Lotus umbrella include Nkd Peijnenburg and Snelle Jelle. In FY2024 these brands collectively generated XXX billion in sales reflecting a +15.9% increase from FY2023. The company reported"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1890716149853134988) 2025-02-15 10:53:52 UTC XXX followers, XXX engagements


"How Aravind Srinivas turned Perplexity AI into an $XX billion would-be Google killer by Fortune $GOOG $GOOGL"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1949082083470745868) 2025-07-26 12:19:15 UTC XXX followers, XXX engagements


"Claremont Global Q1 2025 Sold XXX% out of Equifax $EFX Bought Waste Management $WM Added to Allegion $ALLE Reduced Visa $V"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1923838111370338594) 2025-05-17 20:28:43 UTC XXX followers, 1060 engagements


"Bill Ackman Pershing Square Capital Management Q1 2025 X. Uber Technologies $UBER X. Brookfield Corp. $BN X. Restaurant Brands International $QSR Please note that above list only includes U.S. listed stocks and therefore does not include Universal Music Group $UMG.AS"  
![@massivemoats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1819819695286927360.png) [@massivemoats](/creator/x/massivemoats) on [X](/post/tweet/1923144748941901912) 2025-05-15 22:33:33 UTC XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@massivemoats Avatar @massivemoats Massive Moats

Massive Moats posts on X about $iiil, 3i group, $pcowa, asml the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +123%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX +904%

Mentions: X #

Mentions Line Chart

  • X Month XX +2.40%
  • X Months XXX +877%

Followers: XXX #

Followers Line Chart

  • X Week XXX +1.20%
  • X Month XXX +16%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% technology brands XXX% finance XXXX% countries XXXX% cryptocurrencies XXXX%

Social topic influence $iiil 9.3%, 3i group 4.65%, $pcowa 4.65%, asml 4.65%, sol 2.33%, costco 2.33%, investment 2.33%, greg 2.33%, $nflx 2.33%, switzerland XXXX%

Top accounts mentioned or mentioned by @longequity @pearns24 @joecarlsonshow @michaelgielkens @thelongaj

Top assets mentioned Costco Wholesale Corporation (COST) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) Allegion PLC (ALLE) Effect.AI (EFX) Waste Management, Inc. (WM) Uber Technologies, Inc. (UBER) Brookfield Corporation (BN) Restaurant Brands International Inc. (QSR)

Top Social Posts #


Top posts by engagements in the last XX hours

"During their visit to Jim Sinegal former CEO of Costco Nick Sleep and Qais Zakaria received the following memo which was written by Sol Price: Although we are all interested in margin it must never be done at the expense of our philosophy. Margin must be obtained by better buying emphasis on selling the kind of goods we want to sell operating efficiencies lower markdowns greater turnover etc. Increasing the retail prices and justifying it on the basis that we are still competitive could lead to a rude awakening as it has with so many. Let us concentrate on how cheap we can bring things to the"
@massivemoats Avatar @massivemoats on X 2025-07-23 16:06:34 UTC XXX followers, XXX engagements

"In FY2024 Pepco Group $PCO.WA (including Pepco Poundland and Dealz) reported a like-for-like (LFL) sales decline of 3.2%. This stands in stark contrast to Action part of 3i Group $III.L which achieved a positive LFL growth of 10.3%equivalent to Pepcos total percentage growth including store expansion. For Action total year-on-year growth in 2024 reached +21.7%. Photo: Pepco"
@massivemoats Avatar @massivemoats on X 2025-06-09 14:47:54 UTC XXX followers, XXX engagements

"I believe it would be likely that had Nick Sleep and Qais Zakaria still been managing their Nomad Investment Partnership they would also be walking the aisles of the Dutch retailer Actionand possibly even doing so as shareholders. $III.L Photo: Nomad Investment Partnership Annual Letter 2012"
@massivemoats Avatar @massivemoats on X 2025-07-23 19:19:45 UTC XXX followers, XXX engagements

"During Netflixs Q2 2025 Earnings Call an analyst asked whether Netflixs management team is considering the introduction of additional subscription tiers that would offer exclusive access to specific content. Greg Peters Co-CEO of Netflix responded: Ive learned to never say never. So I would say we remain open to evolving our consumer-facing model. Personally I only use Netflix to watch some of the better high-quality series it produces. As a result my cost per hour of viewing is higher than that of the average Netflix subscriber. However I do not mind this as I still perceive a significant"
@massivemoats Avatar @massivemoats on X 2025-07-25 23:59:22 UTC XXX followers, XXX engagements

"3i Group $III.L Q1 2026 Action had a good first half with trading across the majority of its key financial metrics well ahead of the same period last year and with notable milestones achieved including its 3000th store and a very strong start from the first five stores in Switzerland. Source: 3i Group $III.L"
@massivemoats Avatar @massivemoats on X 2025-07-24 07:24:22 UTC XXX followers, 1001 engagements

"ASML Q2 2025 Financial Results This morning ASML released its Q2 2025 financial results. In this article I will highlight the key figures. In Q2 2025 ASML reported revenue of XXX billion which includes the recognition of one High-NA tool. Over the past four quarters total net sales reached XXXX billion representing a XX% year-over-year increase. Of this amount XXXX billion stemmed from net system sales (+24% YoY) related to XX lithography systems shipped while XXX billion came from net service and field option sales (+36% YoY). Gross margin came in at XXXX% exceeding ASMLs guided range of"
@massivemoats Avatar @massivemoats on X 2025-07-16 06:54:32 UTC XXX followers, 1771 engagements

"The development of brand awareness among Polish consumers for various retail chains in 2020 (blue) and 2024 (green) is illustrated in the figure below (PMR 2024). In Poland both Pepco Groups $PCO.WA Dealz and Pepco are active. Pepcos brand recognition in Poland stayed almost the same at c. XX% over the past X years. Meanwhile Actions $III.L brand recognition surged from XX% in 2020 to XX% in 2024 driven by its robust expansion in the market. This growth has enabled Action to surpass Dealz that entered Poland in 2018"
@massivemoats Avatar @massivemoats on X 2025-06-09 15:20:54 UTC XXX followers, 1499 engagements

"This quote from Nick Sleep is in my opinion particularly relevant to ASML's $ASML present circumstances. ASMLs long-term trajectory remains unchanged. Not only has my personal thoughts on the companys future remained consistent but so too has the managements perspective as evidenced by its recent reaffirmation of the FY2030 outlook. In my view the long-term prospects for the company remain robust even if the annual results may reflect some short-term fluctuations. "After all regardless of the order in which annual results fall the destination will be just the same." Nick Sleep Disclaimer: I"
@massivemoats Avatar @massivemoats on X 2025-07-23 11:15:56 UTC XXX followers, 1510 engagements

"With a share price of 9200 Lotus Bakeries $LOTB.BR currently trades at a market capitalization of XXX billion which is XX% lower than in October 2024. What do shareholders of this Belgian cookie manufacturer get for this price Time for an analysis. Founded in 1932 in the Belgian village of Lembeke Lotus Bakeries build an IP-portfolio that extends beyond its popular Lotus Biscoff brand. Other brands under the Lotus umbrella include Nkd Peijnenburg and Snelle Jelle. In FY2024 these brands collectively generated XXX billion in sales reflecting a +15.9% increase from FY2023. The company reported"
@massivemoats Avatar @massivemoats on X 2025-02-15 10:53:52 UTC XXX followers, XXX engagements

"How Aravind Srinivas turned Perplexity AI into an $XX billion would-be Google killer by Fortune $GOOG $GOOGL"
@massivemoats Avatar @massivemoats on X 2025-07-26 12:19:15 UTC XXX followers, XXX engagements

"Claremont Global Q1 2025 Sold XXX% out of Equifax $EFX Bought Waste Management $WM Added to Allegion $ALLE Reduced Visa $V"
@massivemoats Avatar @massivemoats on X 2025-05-17 20:28:43 UTC XXX followers, 1060 engagements

"Bill Ackman Pershing Square Capital Management Q1 2025 X. Uber Technologies $UBER X. Brookfield Corp. $BN X. Restaurant Brands International $QSR Please note that above list only includes U.S. listed stocks and therefore does not include Universal Music Group $UMG.AS"
@massivemoats Avatar @massivemoats on X 2025-05-15 22:33:33 UTC XXX followers, XXX engagements

@massivemoats
/creator/twitter::massivemoats